$274 Million is the total value of TWIN FOCUS CAPITAL PARTNERS, LLC's 146 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 18.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $32,400,000 | +11.0% | 190,241 | +2.0% | 11.80% | +0.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $14,907,000 | +10.9% | 282,335 | -0.0% | 5.43% | +0.6% |
| GLD | Buy | SPDR GOLD TR | $14,899,000 | +7.8% | 84,117 | +1.8% | 5.43% | -2.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $14,143,000 | +11.9% | 786,134 | +5.7% | 5.15% | +1.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $13,341,000 | +6.3% | 221,322 | +0.8% | 4.86% | -3.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,295,000 | +1.4% | 30,740 | -6.7% | 3.75% | -8.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $9,717,000 | +11.7% | 164,719 | +1.5% | 3.54% | +1.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,657,000 | +19.3% | 40,653 | +0.0% | 3.15% | +8.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,652,000 | +20.3% | 200,090 | +10.2% | 3.15% | +9.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $7,764,000 | +10.1% | 33,600 | -1.1% | 2.83% | -0.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,519,000 | +10.4% | 129,217 | +4.2% | 2.38% | +0.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,808,000 | +9.0% | 55,166 | +0.1% | 2.12% | -1.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,640,000 | +24.8% | 137,893 | +18.3% | 2.06% | +13.2% |
| VOO | Sell | VANGUARD INDEX FDS | $4,997,000 | +7.6% | 16,241 | -0.8% | 1.82% | -2.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,923,000 | +245.5% | 17,718 | +207.9% | 1.79% | +213.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,711,000 | +5.0% | 25,423 | +0.8% | 1.72% | -4.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,639,000 | -0.1% | 39,298 | +0.0% | 1.69% | -9.4% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,408,000 | +8.7% | 34,258 | -1.0% | 1.61% | -1.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,067,000 | +6.6% | 12,102 | -1.7% | 1.48% | -3.2% |
| TIP | Buy | ISHARES TRtips bd etf | $3,809,000 | +15.3% | 30,107 | +12.1% | 1.39% | +4.6% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,377,000 | +10.4% | 26,033 | +0.7% | 1.23% | +0.2% |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,158,000 | -13.1% | 200,000 | 0.0% | 1.15% | -21.1% | |
| ILCG | Sell | ISHARES TRmrngstr lg-cp gr | $3,158,000 | +11.2% | 11,806 | -2.5% | 1.15% | +1.0% |
| AAPL | Buy | APPLE INC | $2,719,000 | +13.4% | 23,481 | +257.4% | 0.99% | +3.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $2,417,000 | +1.5% | 143,000 | 0.0% | 0.88% | -7.8% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,308,000 | +31.6% | 44,236 | +24.0% | 0.84% | +19.5% |
| TROW | PRICE T ROWE GROUP INC | $2,283,000 | +3.8% | 17,804 | 0.0% | 0.83% | -5.8% | |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $2,197,000 | +8.7% | 49,503 | 0.0% | 0.80% | -1.4% | |
| GXC | SPDR INDEX SHS FDSs&p china etf | $2,152,000 | +13.3% | 18,111 | 0.0% | 0.78% | +2.8% | |
| KBWB | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,957,000 | -2.0% | 52,200 | 0.0% | 0.71% | -11.0% | |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $1,938,000 | +8.9% | 49,500 | +2.1% | 0.71% | -1.1% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,879,000 | +9.2% | 18,780 | 0.0% | 0.68% | -0.9% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,877,000 | +5.7% | 12,531 | +1.1% | 0.68% | -4.1% |
| XOP | Sell | SPDR SER TRs&p oilgas exp | $1,829,000 | -19.8% | 43,487 | -0.5% | 0.67% | -27.2% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $1,774,000 | +8.7% | 109,457 | 0.0% | 0.65% | -1.4% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,721,000 | +6.4% | 21,289 | +0.7% | 0.63% | -3.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,704,000 | +4.2% | 24,262 | +1.3% | 0.62% | -5.5% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $1,483,000 | +61.7% | 26,795 | +44.8% | 0.54% | +46.7% |
| WIW | Buy | WESTERN AST INFL LKD OPP & I | $1,471,000 | +29.8% | 130,903 | +26.6% | 0.54% | +17.8% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,433,000 | +0.2% | 17,299 | 0.0% | 0.52% | -9.1% | |
| WMT | Sell | WALMART INC | $1,404,000 | +15.7% | 10,037 | -0.9% | 0.51% | +5.1% |
| SDY | SPDR SER TRs&p divid etf | $1,335,000 | +1.4% | 14,445 | 0.0% | 0.49% | -8.1% | |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,312,000 | -1.0% | 22,551 | -1.7% | 0.48% | -10.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,268,000 | +3.3% | 12,130 | -1.6% | 0.46% | -6.3% |
| IEV | ISHARES TReurope etf | $1,211,000 | +3.6% | 28,933 | 0.0% | 0.44% | -6.0% | |
| BLK | Sell | BLACKROCK INC | $1,124,000 | -0.4% | 1,994 | -3.9% | 0.41% | -9.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,121,000 | +27.5% | 19,545 | +19.2% | 0.41% | +15.6% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,110,000 | +7.5% | 6,300 | 0.0% | 0.40% | -2.7% | |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,046,000 | +7.9% | 12,965 | +0.0% | 0.38% | -2.1% |
| IWV | ISHARES TRrussell 3000 etf | $1,039,000 | +8.7% | 5,311 | 0.0% | 0.38% | -1.3% | |
| MSFT | Buy | MICROSOFT CORP | $1,025,000 | +12.8% | 4,875 | +9.1% | 0.37% | +2.2% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,024,000 | +6.7% | 8,404 | +6.7% | 0.37% | -3.1% |
| MGNI | New | MAGNITE INC | $1,013,000 | – | 145,829 | +100.0% | 0.37% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $933,000 | +5.5% | 6,067 | 0.0% | 0.34% | -4.2% | |
| DVY | ISHARES TRselect divid etf | $832,000 | +1.0% | 10,209 | 0.0% | 0.30% | -8.5% | |
| IWB | ISHARES TRrus 1000 etf | $752,000 | +9.1% | 4,016 | 0.0% | 0.27% | -1.1% | |
| VMW | VMWARE INC | $747,000 | -7.2% | 5,200 | 0.0% | 0.27% | -15.8% | |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $696,000 | +17.8% | 11,266 | +7.6% | 0.25% | +7.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $642,000 | +3.4% | 12,580 | +1.6% | 0.23% | -6.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $640,000 | +23.1% | 3,248 | +8.7% | 0.23% | +11.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $640,000 | +19.6% | 2 | 0.0% | 0.23% | +8.4% | |
| VNM | VANECK VECTORS ETF TRvietnam etf | $615,000 | +10.4% | 41,433 | 0.0% | 0.22% | 0.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $606,000 | +7.6% | 10,255 | 0.0% | 0.22% | -2.2% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $598,000 | +9.5% | 3,820 | 0.0% | 0.22% | -0.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $597,000 | +1.9% | 6,202 | -0.5% | 0.22% | -7.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $574,000 | +19.6% | 16,119 | +7.8% | 0.21% | +8.3% |
| ACWV | ISHARES INCmsci gbl min vol | $551,000 | +5.0% | 6,000 | 0.0% | 0.20% | -4.7% | |
| TY | Buy | TRI CONTL CORP | $524,000 | +10.5% | 20,200 | +5.2% | 0.19% | +0.5% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $510,000 | -20.2% | 27,800 | -26.5% | 0.19% | -27.6% |
| PMM | PUTNAM MANAGED MUN INCOME TR | $474,000 | +4.4% | 61,893 | 0.0% | 0.17% | -4.9% | |
| NUO | Buy | NUVEEN OHIO QLTY MUN INCOME | $470,000 | +26.3% | 31,300 | +26.2% | 0.17% | +14.8% |
| SPMD | SPDR SER TRportfolio s&p400 | $470,000 | +4.4% | 14,400 | 0.0% | 0.17% | -5.5% | |
| TBF | PROSHARES TRshrt 20+yr tre | $449,000 | -0.4% | 29,200 | 0.0% | 0.16% | -9.4% | |
| FB | Buy | FACEBOOK INCcl a | $443,000 | +54.9% | 1,693 | +34.5% | 0.16% | +40.0% |
| HEDJ | WISDOMTREE TReurope hedged eq | $432,000 | +1.6% | 7,000 | 0.0% | 0.16% | -8.2% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $422,000 | +29.1% | 287 | +24.2% | 0.15% | +17.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $422,000 | +10.2% | 288 | +6.7% | 0.15% | 0.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $422,000 | -6.6% | 1,747 | -0.1% | 0.15% | -14.9% |
| XBI | SPDR SER TRs&p biotech | $418,000 | -0.5% | 3,750 | 0.0% | 0.15% | -10.1% | |
| GREK | GLOBAL X FDSmsci greece etf | $416,000 | +1.0% | 20,833 | 0.0% | 0.15% | -7.9% | |
| GILD | Buy | GILEAD SCIENCES INC | $413,000 | -17.7% | 6,535 | +0.2% | 0.15% | -25.7% |
| VUG | VANGUARD INDEX FDSgrowth etf | $412,000 | +12.6% | 1,810 | 0.0% | 0.15% | +2.0% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $411,000 | +18.1% | 11,258 | +0.4% | 0.15% | +7.1% |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $406,000 | +1.5% | 31,294 | 0.0% | 0.15% | -8.1% | |
| HYB | Buy | NEW AMER HIGH INCOME FD INC | $378,000 | +7.1% | 46,195 | +1.8% | 0.14% | -2.8% |
| IMGN | IMMUNOGEN INC | $375,000 | -21.7% | 104,068 | 0.0% | 0.14% | -28.6% | |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $374,000 | +28.1% | 48,711 | +20.0% | 0.14% | +16.2% |
| DGRW | WISDOMTREE TRus qtly div grt | $366,000 | +8.9% | 7,380 | 0.0% | 0.13% | -1.5% | |
| BAC | Sell | BK OF AMERICA CORP | $356,000 | +0.6% | 14,765 | -0.8% | 0.13% | -8.5% |
| AMZN | AMAZON COM INC | $350,000 | +14.4% | 111 | 0.0% | 0.13% | +4.1% | |
| BIF | BOULDER GROWTH & INCOME FD I | $347,000 | +6.4% | 34,659 | 0.0% | 0.13% | -3.8% | |
| AMGN | Buy | AMGEN INC | $347,000 | +14.9% | 1,364 | +6.6% | 0.13% | +4.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $343,000 | +57.3% | 699 | +39.5% | 0.12% | +42.0% |
| XLE | SELECT SECTOR SPDR TRenergy | $344,000 | -20.9% | 11,502 | 0.0% | 0.12% | -28.6% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $333,000 | -15.7% | 3,848 | -15.7% | 0.12% | -23.9% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $328,000 | -19.2% | 14,916 | 0.0% | 0.12% | -26.4% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $323,000 | +5.6% | 3,060 | 0.0% | 0.12% | -4.1% | |
| EBAY | EBAY INC. | $309,000 | -0.6% | 5,923 | 0.0% | 0.11% | -9.6% | |
| XES | SPDR SER TRoilgas equip | $303,000 | -15.4% | 10,825 | 0.0% | 0.11% | -23.6% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $296,000 | +5.3% | 19,670 | 0.0% | 0.11% | -4.4% | |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $297,000 | +3.1% | 37,452 | 0.0% | 0.11% | -6.9% | |
| JNJ | Buy | JOHNSON & JOHNSON | $293,000 | +9.7% | 1,969 | +3.6% | 0.11% | 0.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $292,000 | +24.8% | 5,654 | +16.4% | 0.11% | +12.8% |
| ETG | EATON VANCE TX ADV GLBL DIV | $290,000 | +3.9% | 19,505 | 0.0% | 0.11% | -5.4% | |
| SHOP | Buy | SHOPIFY INCcl a | $285,000 | +15.4% | 279 | +7.3% | 0.10% | +5.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $279,000 | +24.0% | 2,582 | +16.9% | 0.10% | +13.3% |
| JEQ | ABERDEEN JAPAN EQUITY FD INC | $279,000 | +6.9% | 33,714 | 0.0% | 0.10% | -2.9% | |
| C | Sell | CITIGROUP INC | $276,000 | -15.9% | 6,407 | -0.3% | 0.10% | -23.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $275,000 | +35.5% | 2,352 | +21.1% | 0.10% | +22.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $267,000 | -3.6% | 980 | +2.8% | 0.10% | -12.6% |
| CRNC | CERENCE INC | $267,000 | +19.7% | 5,458 | 0.0% | 0.10% | +7.8% | |
| ACN | New | ACCENTURE PLC IRELAND | $263,000 | – | 1,165 | +100.0% | 0.10% | – |
| CET | CENTRAL SECS CORP | $250,000 | +0.4% | 8,628 | 0.0% | 0.09% | -9.0% | |
| PFE | Sell | PFIZER INC | $247,000 | -17.7% | 6,736 | -26.5% | 0.09% | -25.0% |
| VDE | VANGUARD WORLD FDSenergy etf | $248,000 | -19.7% | 6,150 | 0.0% | 0.09% | -27.4% | |
| IVE | ISHARES TRs&p 500 val etf | $246,000 | +3.8% | 2,186 | 0.0% | 0.09% | -5.3% | |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $244,000 | -3.9% | 3,020 | -6.2% | 0.09% | -12.7% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $231,000 | +2.7% | 4,453 | +2.3% | 0.08% | -6.7% |
| HD | Buy | HOME DEPOT INC | $230,000 | +11.1% | 827 | +0.1% | 0.08% | +1.2% |
| PLTM | GRANITESHARES PLATINUM TR | $231,000 | +8.5% | 26,000 | 0.0% | 0.08% | -2.3% | |
| ABT | New | ABBOTT LABS | $227,000 | – | 2,090 | +100.0% | 0.08% | – |
| IYF | ISHARES TRu.s. finls etf | $227,000 | +3.2% | 2,000 | 0.0% | 0.08% | -5.7% | |
| INCY | INCYTE CORP | $225,000 | -13.8% | 2,506 | 0.0% | 0.08% | -21.9% | |
| VEEV | New | VEEVA SYS INC | $219,000 | – | 780 | +100.0% | 0.08% | – |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $220,000 | -0.5% | 9,052 | +1.3% | 0.08% | -10.1% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $216,000 | -19.4% | 3,173 | -26.0% | 0.08% | -26.9% |
| MELI | New | MERCADOLIBRE INC | $216,000 | – | 200 | +100.0% | 0.08% | – |
| MDT | New | MEDTRONIC PLC | $215,000 | – | 2,065 | +100.0% | 0.08% | – |
| V | New | VISA INC | $210,000 | – | 1,051 | +100.0% | 0.08% | – |
| BIIB | New | BIOGEN INC | $212,000 | – | 746 | +100.0% | 0.08% | – |
| UNP | New | UNION PAC CORP | $205,000 | – | 1,042 | +100.0% | 0.08% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $205,000 | – | 1,850 | +100.0% | 0.08% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $203,000 | -39.2% | 3,191 | -41.9% | 0.07% | -44.8% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $204,000 | – | 3,000 | +100.0% | 0.07% | – |
| XPER | XPERI HOLDING CORP | $201,000 | -22.4% | 17,531 | 0.0% | 0.07% | -29.8% | |
| NUM | Sell | NUVEEN MICH QUALITY MUN INCO | $193,000 | -9.0% | 13,630 | -12.2% | 0.07% | -17.6% |
| ICLN | New | ISHARES TRgl clean ene etf | $185,000 | – | 10,000 | +100.0% | 0.07% | – |
| EFR | EATON VANCE SR FLTNG RTE TR | $163,000 | +3.2% | 14,000 | 0.0% | 0.06% | -6.3% | |
| CUBA | New | HERZFELD CARIBBEAN BASIN FD | $145,000 | – | 40,336 | +100.0% | 0.05% | – |
| EFT | Sell | EATON VANCE FLTING RATE INC | $140,000 | -13.6% | 11,800 | -16.8% | 0.05% | -21.5% |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $132,000 | 0.0% | 10,233 | 0.0% | 0.05% | -9.4% | |
| BOE | New | BLACKROCK ENHANCED GLOBAL DI | $125,000 | – | 13,100 | +100.0% | 0.05% | – |
| ZNGA | New | ZYNGA INCcl a | $94,000 | – | 10,260 | +100.0% | 0.03% | – |
| ET | Buy | ENERGY TRANSFER LP | $84,000 | -20.0% | 15,438 | +4.6% | 0.03% | -26.2% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $64,000 | -29.7% | 10,431 | +2.3% | 0.02% | -37.8% |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $64,000 | -31.2% | 10,773 | +2.3% | 0.02% | -37.8% |
| NMT | Exit | NUVEEN MASSACHUSETS QLT MUN | $0 | – | -10,481 | -100.0% | -0.06% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -10,000 | -100.0% | -0.07% | – |
| NKG | Exit | NUVEEN GEORGIA QLTY MUN INC | $0 | – | -15,557 | -100.0% | -0.08% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -2,582 | -100.0% | -0.08% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3,471 | -100.0% | -0.08% | – |
| ASA | Exit | ASA GOLD AND PRECIOUS MTLS L | $0 | – | -14,300 | -100.0% | -0.10% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,780 | -100.0% | -0.11% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -3,172 | -100.0% | -0.11% | – |
| WIA | Exit | WESTERN ASST INFLTN LKD INM | $0 | – | -25,201 | -100.0% | -0.12% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -7,300 | -100.0% | -0.16% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -16,863 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 42 | Q3 2023 | 23.0% |
| SPDR GOLD TRUST | 42 | Q3 2023 | 20.4% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 7.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 3.9% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 3.7% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 1.9% |
View TWIN FOCUS CAPITAL PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-03-05 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View TWIN FOCUS CAPITAL PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.